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NOTICE OF INHERITANCE TAX pennsytvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES OF DEDUCTIONS AND ASSESSMENT OF TAX F
INHERITANCE TAX DIVISION WREV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 09-29-2014
ESTATE OF BRIGGS RUBY E
DATE OF DEATH 06-20-2013
FILE NUMBER 21 13-0777
COUNTY CUMBERLAND
TILEY STEPHEN D ACN 101
5 S HANOVER ST APPEAL DATE: 11-28-2014
CARLISLE PA 17013-3307 (See reverse side under Objections)
Amount Remittedl
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
I COURTHOUSE SQUARE
CARLISLE PA 17013
CUT-ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS +—
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REV-1547 EX AFP C08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: BRIGGS RUBY EFILE NO- :21 13-0777 ACN: 101 DATE: 09-29-2014
TAX RETURN WAS: C X) ACCEPTED AS FILED CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 43,933.25 credit to your account,
00 submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00 tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 123,364.29
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) 352,257.51
8. Total Assets (8) 519,555.05
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 21 ,6§8.5 2
10. Debts/Mortgage Liabilities/Liens (Schedule 1) (10) 607.73
11. Total Deductions (11) 22,296.25
12. Net Value of Tax Return (12) 497,258.80
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 87,000.7 7
14. Net Value of Estate Subject to Tax (14) 410,258.03
NOTE: If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00 = .00
16. Amount of Line 14 taxable at lineal rate C16) -On x 045 = .00
17. Amount of Line 14 at sibling rate (17) nO x 12 = .00
18. Amount of Line 14 taxable at collateral rate (18) 410,258.03 x 53,4.=
19. Principal Tax Due
TAX CREDITS: C.
M
PAYMENT RECEIPT DISCOUNT te
DATE NUMBER INTEREST/PEN PAID AMOUNT PAID rr'l cr) rri M
09-17-2013 CDO18154 3,076.94 60,196.66:
C)
-4
N rn
_Z7
TOTAL TAX PAYMENT x$,273.00
BALANCE OF TAX DUE 1 ,734.90CR
INTEREST AND PEN. .00
TOTAL DUE 1,734.90CR
IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.